Parallax Volatility Advisers
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Parallax Volatility Advisers’s Helen of Troy HELE Stock Holding History

Parallax Volatility Advisers’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-82,500
Closed -$9.62M – 2299
2023
Q3 		$9.62M Sell
82,500
-600
-0.7% -$74.7K 0.02% 548
2023
Q2 		$8.98M Hold
83,100
– – 0.02% 573
2023
Q1 		$7.91M Buy
+83,100
New +$8.89M 0.02% 666
2017
Q3 		– Sell
-2,000
Closed -$188K – 2558
2017
Q2 		$188K Sell
2,000
-2,900
-59% -$270K ﹤0.01% 1477
2017
Q1 		$462K Buy
4,900
+1,200
+32% +$113K ﹤0.01% 1529
2016
Q4 		$313K Buy
+3,700
New +$310K ﹤0.01% 1704

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Parallax Volatility Advisers's HELE Position: Q2 2023 in Review

Parallax Volatility Advisers sold out of Helen of Troy (HELE) in Q2 2023, closing a stake of 24 shares — an estimated $2.3K sold.

Parallax Volatility Advisers first reported a position in HELE in Q2 2013 and held it in 12 quarters. The position peaked at $401K in Q4 2017. 247 funds tracked by Wall St. Rank hold HELE as of Q2 2023.

  • Parallax Volatility Advisers reported no remaining Helen of Troy position as of Q2 2023 after selling out during the quarter.
  • Parallax Volatility Advisers sold 24 Helen of Troy shares in Q2 2023, an estimated $2.3K.
  • Parallax Volatility Advisers first reported a position in Helen of Troy in Q2 2013 and held it in 12 quarters.
  • Parallax Volatility Advisers's Helen of Troy position peaked at $401K in Q4 2017.
  • 247 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2023.

Based on Parallax Volatility Advisers's 13F filing for Q2 2023, filed 14 Aug 2023.